Connect Canopy Connect and Transifex

Both apps 47Canopy Connect 21Transifex 26

• Trigger
  Pull Completed

  Triggers when a new insurance pull arrives on your team — a prospect has submitted through Canopy Connect and their insurance profile has been processed.

• Action
  Create Monitoring

  Starts monitoring a pull's insurance account so its data refreshes on a fixed interval.

• Action
  Create Widget

  Creates a Canopy Connect link (widget) customers use to share their insurance.

• Action
  Delete Widget

  Deletes a Canopy Connect link (widget).

• Action
  Get Carrier

  Returns one insurance carrier Canopy Connect supports.

• Action
  Get Monitoring

  Returns one monitoring of a connected insurance account.

• Action
  Get Pull

  Returns one insurance pull with its policies, drivers, vehicles, dwellings and documents.

• Action
  Get Servicing Action

  Returns one servicing action and its status.

• Action
  Get Team

  Returns your Canopy Connect team's details.

• Action
  Get Widget

  Returns one Canopy Connect link (widget).

• Action
  List Carriers

  Returns the insurance carriers Canopy Connect can pull policies from.

• Action
  List Monitorings

  Returns your team's monitorings, the ongoing refreshes of connected insurance accounts.

• Action
  List Pulls

  Returns the insurance pulls (submitted insurance profiles) your team has received, newest first.

• Action
  List Servicing Actions

  Returns your team's servicing actions (policy changes requested on a customer's behalf).

• Action
  List Widgets

  Returns your team's Canopy Connect links (widgets) that customers use to share their insurance.

• Action
  Look Up Property Data

  Looks up property details (structure, year built, square footage and more) for an address. Requires a Canopy plan with property data lookups.

• Action
  Refresh Monitoring

  Refreshes a monitored insurance account right away, creating a new pull.

• Action
  Run Policy Check

  Runs a policy check on a pull against your team's saved policy check settings and returns the results.

• Action
  Stop Monitoring

  Stops a monitoring so the insurance account is no longer refreshed.

• Action
  Update Monitoring

  Changes a monitoring's refresh interval, next refresh date, stop date or status.

• Action
  Update Widget

  Updates a Canopy Connect link (widget).

• Trigger
  Localization Activity Completed

  Triggers when localization activity completes on a Transifex project, such as a language being fully translated, reviewed or proofread.

• Action
  Add project

  Creates a new Transifex project in an organization with the given source language.

• Action
  Add resource

  Creates a new, empty resource in a Transifex project with the chosen file format.

• Action
  Add resource string comment

  Creates a comment or issue on a Transifex resource string for a given language.

• Action
  Add task

  Creates a translation task in a Transifex project for the chosen languages and source strings.

• Action
  Delete project

  Permanently deletes a Transifex project.

• Action
  Delete resource

  Deletes a resource (source file) from a Transifex project.

• Action
  Download File

  Downloads the translated file of a Transifex resource for one language, waiting for Transifex to prepare it.

• Action
  Get project

  Returns the details of a Transifex project, including its name, slug, settings and related source language, organization and team.

• Action
  Get resource

  Returns the details of a Transifex resource, including its name, slug, priority, categories and string/word counts.

• Action
  Get resource string

  Returns the details of a single resource string in Transifex, including its key, source text, tags and context.

• Action
  Get resource translation

  Returns one resource translation: the translated text of a source string in a target language, with its review and proofread status.

• Action
  Get task

  Returns a single Transifex task, including its name, status, priority, due date and project.

• Action
  List languages

  Returns the languages Transifex supports, optionally narrowed to specific language codes.

• Action
  List projects

  Returns the projects that belong to a Transifex organization, optionally filtered by slug or name.

• Action
  List resources

  Returns the resources (source files) in a Transifex project, optionally filtered by slug or name.

• Action
  List resource string comments

  Returns the comments and issues left on source strings in a Transifex organization, optionally narrowed by project, resource, string, author, status, priority or date.

• Action
  List resource strings

  Returns the source strings of a Transifex resource, optionally filtered by key, tags or modification date.

• Action
  List resource translations

  Returns the translations of a resource's strings in one target language, with optional filters by status, translator, origin, tags and dates.

• Action
  List tasks

  Returns the tasks in a Transifex organization, optionally filtered by project, name, status, assignee, creator, dates or language.

• Action
  List teams

  Returns the teams that belong to a Transifex organization, optionally filtered by team slug or name.

• Action
  Update project

  Updates a Transifex project's name, description, URLs, license, visibility, tags and fill-up settings.

• Action
  Update resource string

  Updates a source string in a Transifex resource: its text, tags, character limit or translator instructions.

• Action
  Update resource translation

  Updates the translated text of a resource string in one target language, and/or marks that translation as reviewed or proofread.

• Action
  Update task

  Updates a Transifex task: change its name, description, priority or due dates, mark it completed, reopen it, or toggle exclusive editing.

• Action
  Upload File

  Uploads a new source file for a Transifex resource and returns the upload job with its status.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.